This past December, we attended the annual REITWorld conference in Dallas, where we conducted 34 meetings with REIT CEOs and CFOs.  We also participated in three organized dinners and five property tours, maximizing time spent with REIT executives during our visit. – Three key themes stood out: 1) a clear supply deceleration across several property […]

Historically, following periods of rising interest rates, REITs have outperformed the S&P 500 over the subsequent 90-, 180-, and 365-day periods as shown in Figure 1 below.  We discussed this phenomenon in great detail in our May 2024 REIT Outlook titled An Interesting Time to Invest in REITs.  From its May 1st release through September […]